2 / 5 Stars
2 2 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#5 in Long-Term Bond
U.S. News evaluated 18 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -0.80 percent over the past year, 4.67 percent over the past three years, 5.90 percent over the past five years, and 4.07 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||2.5%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||4.1%|
The investment seeks current income. The fund invests at least 80% of its assets in bonds. It maintains a dollar-weighted average maturity of ten years or more. The fund invests at least 65% of assets in bonds rated within the three highest grades (Aaa, Aa or A); and may not invest in a bond rated at time of purchase below the fourth highest grade (Baa).
Fees are Above Average compared to funds in the same category.
Sextant Bond Income Fund has an expense ratio of 0.89 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.